BEST PRACTICE GUIDE
The Ultimate Guide to Understanding RMS
Everything you need to evaluate investment research management solutions for your firm. Updated for 2023-2024, download the Buyers Guide to learn how Research Management Software (RMS) can help you build an efficient, mobile and compliant investment research and due diligence process.
Download the Buyers Guide
Find out which RMS approach is best for your firm:
Explore existing challenges of managing investment research and due diligence activities for investment and operations professionals
The 3 stages in the evolution of Research Management Systems
The 4 Species of RMS Today: A deep dive into the difference between bespoke IT, Traditional RMS, consumer tech hacks, and modern RMS approaches
Scoring attributes for how to evaluate RMS options
Considerations for ESG, alternative data, and increasing complexity, and more.